アカマイ・テクノロジーズに関するコメント

Bersey doubts Akamai's ability to meet its guidance due to persistent weakness in its content business. Despite high capex to revenue ratio, he expects only 3-4% rise in adjusted earnings per share this year and next. He also finds the stock expensive.

Analysts maintain their expectations for Akamai Technologies despite its share price drop and latest results. Forecasts suggest the company will underperform the wider industry, with the consensus price target remaining unchanged.

Akamai's growth in cloud computing and security software was offset by a contraction in its legacy content-delivery-network business. The company plans to compete with Amazon, Microsoft, Google, and Oracle for cloud workloads with its new service, Gecko.

Akamai Technologies' performance is commendable, with significant reinvestment into its business yielding a high return rate. Analysts predict continued earnings growth.

Boolani sees potential in Akamai's streaming video customers and security software segment, as well as its cloud computing business. She also believes Nightingale's clear product vision and strategy will sustain Fastly's balanced execution, noting a trend of increasing and normalizing internet traffic volumes post-pandemic.

The analysts prefer more earnings resilient names with reasonable valuations and catalysts within Infrastructure, with their Overweight-rated names including Nutanix (NTNX) and Akamai Technologies (AKAM).

Akamai Technologies' high P/E ratio reflects the market's confidence in its superior earnings outlook. Investors are holding onto the stock due to its potential for a more prosperous future.

Despite Akamai's ROE and net income growth trailing behind industry averages, their bold strategy of reinvesting all profits signals promise. Analyst forecasts predict accelerated earnings.